Senior Financial Services Representative

Company: Teachers Federal Credit Union
Location: Hauppauge
Posted on: May 25, 2023

Job Description:

Current Openings as of 1/23/2023 (may change based on branch need):Rocky Point, East Meadow, Woodside, Oakdale, Selden, Bay ShoreJoin Our TeamFor 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Named one of America's Best-In-State Credit Unions by Forbes Magazine in 2022, Teachers has grown into one of the leading credit unions in the United States. As we broaden our national reach, we will continue to ensure that Teachers is a Best Place to Bank and a Best Place to Work. Teachers offers a variety of exciting career opportunities ranging from part-time and full-time staffers to executive leadership roles.The Senior Financial Services Representative role is focused on engaging members and expanding their membership with Teachers in person and virtually. The key functions of the role are centered around managing a book of business and supporting members with specialized needs which is inclusive of Consumer, Small Business and Lending services to help drive revenue for the Credit Union.Education/Experience:High School degree or GED required; Bachelor's In Business in lieu of experience.Minimum two years of general work experience, customer service, call center, sales or branch experience and a minimum of one year of financial services experience required.Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) requiredProficient in a CRM tool is required. NOTE: Must become a notary public within four months of start date in role.Job Responsibilities:Serves consumer and small business members by proactively engaging members to understand and help with their current and future financial needs.Partnering with Specialists (Premier Bankers, Mortgage Officers and Investment Advisors), to connect members to experts who can help them with specialized financial needs.Managing assigned members and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor product and service recommendations.Serves as a leader in managing risk; understanding and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules and regulations.Maximize team profitability by working to enhance sales skills and product knowledge in the branch. Participate in outside organizations and the community in order to develop strategic partnerships and alliances; analyze current and future competitors.Incorporate campaigns and lead outbound calling efforts via internal referral and lead sourcesBuild new member relationships utilizing methods outlined in our playbooks; responsible for relationship review, problem resolution, presentation of solutions and interpretation of numbers, trends and data to make effective decisionsParticipate in campaigns, cross-selling and making referrals when appropriate using the online tracking and CRM systemsAbility to travel between branches in assigned local area and support assigned market.Perform other duties or accountabilities within the branch as assigned to support Small Business and Premier members.Participate in orientation and mentorship of new representatives as requiredMay handle escalated member issues as required Performs other duties as needed upon request by immediate supervisor.Benefits of Joining the Teachers Team:We provide a competitive compensation and benefits package that includes, but is not limited to:Paid time off for vacation, personal days, and holidaysFully-funded pension plan401(k) company contributionTeachers pay 100% of Vision & Dental CareTuition reimbursement is offered to full-time employeesExclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through TeachersFlexible hybrid schedule for eligible positionsTo learn more about Teachers and to view a full list of our job opportunities please visit

Keywords: Teachers Federal Credit Union, Westport , Senior Financial Services Representative, Accounting, Auditing , Hauppauge, Connecticut